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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $316,390 | $169,356+86.8% | $129,406+144.5% | $145,897+116.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 10.90% | 14418.62%-14407.7pp | 9468.18%-9457.3pp | 552.29%-541.4pp |
| Employer contribution / active EE | $14,841 | $5,542+167.8% | $4,155+257.2% | $4,663+218.3% |
| Participant deferral / active EE | $23,200 | $4,987+365.3% | $4,167+456.7% | $6,689+246.8% |
| Admin fee / account holder | $0 | $9,915-100.0% | $7,689-100.0% | $13,390-100.0% |